Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | 02-01-2023 | 12-31-2022 | 240 | 267,960,334 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Walt Disney Co. | COM | 301 | $65,073 | 749 | 0.00 | 0.04 | 749 | +Inf | 12-31-2022 |
| Vanguard Small Cap Blend ETF | COM | 302 | $62,954 | 343 | 0.00 | 0.14 | 343 | +Inf | 12-31-2022 |
| Teledyne Technologies | COM | 303 | $62,786 | 157 | 0.00 | 0.02 | 157 | +Inf | 12-31-2022 |
| Southern Co. | COM | 304 | $62,627 | 877 | 0.00 | 0.01 | 877 | +Inf | 12-31-2022 |
